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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,481 | $138,312-25.2% | $122,979-15.9% | $155,188-33.3% |
| Participation rate | 31.8% | 80.2%-48.4pp | 77.2%-45.4pp | 80.8%-49.0pp |
| Annual return | 11.15% | 22.06%-10.9pp | 20.12%-9.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,202 | $5,592-60.6% | $5,003-56.0% | $6,531-66.3% |
| Admin fee / account holder | $7,726 | $15,089-48.8% | $12,864-39.9% | $14,480-46.6% |